Live Oak Investment Partners’s SPDR S&P Dividend ETF SDY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Hold
0
-$21.3K 243
2024
Q4
Hold
0
-$22.9K 178
2024
Q3
Hold
0
-$20.5K 168
2024
Q2
Hold
0
168
2023
Q4
Hold
0
-$31.6K 152
2023
Q3
Hold
0
-$33.7K 141
2023
Q2
Hold
0
-$34K 140
2023
Q1
Hold
0
-$34.4K 134
2022
Q4
Hold
0
131